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iShares US Real Estate ETF

463 hedge funds and large institutions have $4.32B invested in iShares US Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 151 increasing their positions, 153 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% less capital invested

Capital invested by funds: $4.41B → $4.32B (-$94.4M)

15.56% less ownership

Funds ownership: 117.18%101.62% (-16%)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
463
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$785M
Puts
$424M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
126
Evanson Asset Management
California
$1.73M
GFA
127
Gallagher Fiduciary Advisors
Illinois
$1.72M
GRP
128
Global Retirement Partners
California
$1.65M
GC
129
Garde Capital
Washington
$1.61M
Verition Fund Management
130
Verition Fund Management
Connecticut
$1.61M
MG
131
Marex Group
$1.56M
EFG
132
Embree Financial Group
Illinois
$1.55M
NP
133
NorthRock Partners
Minnesota
$1.52M
FWMM
134
Foundation Wealth Management (Missouri)
Missouri
$1.5M
Lido Advisors
135
Lido Advisors
California
$1.5M
BA
136
Ballew Advisors
Mississippi
$1.46M
RK
137
Rather & Kittrell
Tennessee
$1.43M
PAG
138
Private Advisor Group
New Jersey
$1.4M
CAS
139
CTC Alternative Strategies
Illinois
$1.37M
ULWM
140
Upper Left Wealth Management
Florida
$1.34M
GFWA
141
Grey Fox Wealth Advisors
Delaware
$1.32M
Koshinski Asset Management
142
Koshinski Asset Management
Illinois
$1.28M
IAN
143
Integrated Advisors Network
Texas
$1.25M
PAS
144
Park Avenue Securities
New York
$1.22M
Creative Planning
145
Creative Planning
Kansas
$1.2M
SFA
146
Sequoia Financial Advisors
Ohio
$1.2M
CB
147
Commerce Bank
Missouri
$1.19M
MCM
148
MAI Capital Management
Ohio
$1.19M
GIA
149
Gladstone Institutional Advisory
Florida
$1.17M
Brown Advisory
150
Brown Advisory
Maryland
$1.15M